Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones.

The company is based in Chennai and Coimbatore.

Key Responsibilities
Understand clients’ financial objectives and recommend appropriate investment products such as Mutual Funds and Bonds
Engage with referred prospects and convert opportunities into active clients
Address client queries, handle objections, and maintain consistent follow-ups




Achieve defined KPI metrics related to business generation and client engagement
Encourage referrals and identify cross-selling opportunities across investment products
Maintain accurate client information and interactions in the CRM system

Qualifications & Skills
Learning-first attitude and willingness to build a career in wealth management • Bachelor’s degree in any domain
Freshers or candidates with 0–2 years of experience are encouraged to apply
Robust communication and relationship-building skills
Basic understanding of investment products such as Mutual Funds and Bonds • Organized, disciplined, and comfortable working in a KPI-driven workplace

📌 Investment Counsellor Chennai
🏢 ithought
📍 Chennai